80542-03 Customization and Configuration in Microsoft Dynamics CRM 2013

Code: 80542-03
Course duration: 3 days
Price: $2,295
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Attend Online
10-28 09:00AM to 10-30 05:00PM
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Raleigh, North Carolina (Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-28 09:00AM to 10-30 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Secaucus, New Jersey (Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Attend Online
11-11 09:00AM to 11-13 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-11 09:00AM to 11-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Greenwich, Connecticut (Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Attend Online
11-25 09:00AM to 11-27 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
11-25 09:00AM to 11-27 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Attend Online
12-09 09:00AM to 12-11 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-09 09:00AM to 12-11 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Secaucus, New Jersey (Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-06 09:00AM to 01-08 05:00PM
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Attend Online
01-06 09:00AM to 01-08 05:00PM
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Attend Online
01-20 09:00AM to 01-22 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Mid-Town New York City (Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-20 09:00AM to 01-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Attend Online
02-03 09:00AM to 02-05 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Washington, D.C. (Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-03 09:00AM to 02-05 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Attend Online
02-17 09:00AM to 02-19 05:00PM
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Raleigh, North Carolina (Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-17 09:00AM to 02-19 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Mid-Town New York City (Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Attend Online
03-03 09:00AM to 03-05 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-03 09:00AM to 03-05 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Attend Online
03-17 09:00AM to 03-19 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Washington, D.C. (Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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NYC-23rd Street (Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-17 09:00AM to 03-19 05:00PM
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80542-03 Customization and Configuration in Microsoft Dynamics CRM 2013 

Course Description 

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. 

Who Should Attend 

This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage. 

Course Outline 

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013 

Lessons 

  • Customization or Development? 
  • Microsoft Dynamics CRM Solutions 
  • Introduction to Entity Customization 

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013 

Lessons 

  • Introduction to Business Units 
  • Overview of Security Roles 
  • User Management Overview 
  • Team Management Overview Teams and Sharing 
  • Manage Security Roles for Users and Teams 

Module 3: Customizing Entities 

Lessons 

  • Entity Customization Concepts 
  • Create a Custom Entity 
  • Additional Entity Properties 
  • Modifying the Configuration of an Entity 

Module 4: Customizing Fields 

Lessons 

  • Field Data Types 
  • Field Display Formats 
  • Field Properties 
  • Customize Existing Fields 
  • Configure Option Sets 
  • Status and Status Reason Fields 
  • Delete Fields 

Module 5: Managing Relationships 

Lessons 

  • Types of Entity Relationships 
  • Create Entity Relationships 
  • 1:N Relationship Behavior 
  • Field Mappings in 1:N Relationships 
  • Connections and Connection Roles 

Module 6: Customizing Forms 

Lessons 

  • Form Customization Overview 
  • Create and Modify Forms 
  • Quick Create and Quick View Forms 
  • Manage Multiple Forms 
  • Mobile Clients 

Module 7: Configuring Business Rules 

Lessons 

  • Configure Business Rules 
  • Module 8: Customizing Views 
  • Lessons 
  • View Customization Concepts 
  • System Views 
  • Create Custom Views 
  • Remove Unwanted Views 

Module 9: Customizing Charts and Dashboards 

Lessons 

  • Create and Modify Charts 
  • Export and Import Charts 
  • Create and Modify Dashboards 

Module 10: Additional Security Options 

Lessons 

  • Field SecurityAccess Team Templates 
  • Auditing Overview 

Module 11: Business Process Flows 

Lessons 

  • Business Process Flows 

Labs 

Lab: Create a Solution and publisher 

Lab: Configure Security Roles 

Lab: Configure User Access 

Lab: Create Custom Entities 

Lab: Create a Custom Activity Entity 

Lab: Create and Modify a Global Option Set 

Lab: Create New Relationships 

Lab: Customize Relationship Mappings 

Lab: Modify Form Layout and Add Fields 

Lab: Create a Role-Based Form for the Competitor entity. 

Lab: Create a Business Rule 

Lab: Modify a Quick Find View 

Lab: Create Custom Views 

Lab: Create a Custom Chart 

Lab: Create a Dashboard 

Lab: Configure Field Security 

Lab: Create and Configure an Access Team Template 

Lab: Create a Multi-Entity Business Process Flow 

 What You'll Learn 

  • Design and implement strategies for the creation of Business Units and Security Roles 
  • Configure Microsoft Dynamics CRM Users and Teams 
  • Describe the principles of customizing the system 
  • Create and configure fields for both custom and system entities 
  • Create and configure custom entities, including standard and activity entities 
  • Design, create and configure relationships between entities 
  • Create and configure Views, Charts and Forms for both system and custom entities 
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM 
  • Design, create and configure Solutions in Microsoft Dynamics CRM 
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work 

Guaranteed to Run

2020-11-26 09:00 to 2020-11-27 17:00
Attend Online
2020-11-25 09:00 to 2020-11-27 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-13
09:00 to 17:00
Attend Online
2020-11-12 09:00 to 2020-11-13 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-10-29 09:00 to 2020-10-30 17:00
Attend Online
2020-10-26 09:00 to 2020-10-30 17:00
Attend Online

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